Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OWFIX (OLD WESTBURY FIXED INCOME FUND OLD WESTBURY FIXED INCOME FUND) | -0.98% | 1.34% | 3.05% | 0.25% | 1.16% | 1.34% | 2.62% | … | … |
Data as of 06/04/2026, Common starting date is 12/16/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OWFIX (OLD WESTBURY FIXED INCOME FUND OLD WESTBURY FIXED INCOME FUND) | 12/16/1998 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 1.34 | 3.05 | 0.25 | 1.16 | 1.34 | 2.62 | … | … | -0.98 | 3.47 | 1.93 | 4.81 | -8.39 | -2.09 | 5.23 | 6.12 | 0.64 | 1.41 | 0.77 | 0.58 | 1.49 | -0.91 | 3.18 | 4.41 | 4.86 | 2.48 | 11.19 | 8.22 | 3.40 | 0.96 | 0.31 | -1.44 | 5.92 | 2.15 | 8.14 | -2.75 | -1.15 |
| Sharpe Ratio | NA | -0.19 | 0.02 | -0.51 | -0.12 | NA | NA | … | … | -1.27 | 0.20 | -0.41 | 0.21 | -1.99 | -0.93 | 1.31 | 1.63 | -0.37 | 0.42 | 0.26 | 0.23 | 1.04 | -0.52 | 1.68 | 1.66 | 1.51 | 0.53 | 1.77 | 1.46 | -0.01 | -0.50 | -0.21 | -0.46 | 0.97 | -0.06 | 1.01 | -1.48 | -4.18 |
| Standard Deviation(%) | NA | 3.22 | 4.08 | 4.33 | 3.58 | NA | NA | … | … | 3.46 | 3.67 | 4.16 | 5.56 | 4.96 | 2.28 | 3.79 | 2.86 | 2.01 | 1.80 | 2.13 | 2.44 | 1.42 | 1.82 | 1.87 | 2.63 | 3.16 | 4.50 | 5.76 | 3.50 | 2.10 | 2.57 | 3.29 | 4.71 | 4.90 | 5.33 | 3.87 | 4.13 | 6.88 |
| Draw Down(%) | NA | 3.08 | 3.90 | 12.59 | 14.83 | NA | NA | … | … | 3.08 | 1.96 | 2.92 | 5.21 | 11.01 | 2.28 | 3.03 | 1.62 | 2.01 | 1.19 | 3.35 | 1.59 | 0.94 | 2.60 | 0.98 | 1.38 | 3.25 | 2.48 | 3.83 | 2.14 | 1.18 | 2.54 | 3.31 | 6.10 | 2.66 | 5.36 | 2.30 | 4.63 | 2.18 |
| Yield(%) | 0.00 | 1.92 | 3.06 | 2.35 | 2.15 | 2.18 | 2.94 | … | … | 0.00 | 2.91 | 3.89 | 3.13 | 1.85 | 1.63 | 3.04 | 1.95 | 1.88 | 1.49 | 1.32 | 1.29 | 1.57 | 2.21 | 2.64 | 4.97 | 3.43 | 4.22 | 5.05 | 4.26 | 4.01 | 2.34 | 1.58 | 0.00 | 0.00 | 0.00 | 2.81 | 4.84 | 2.60 |
Data as of 06/04/2026, Common starting date is 12/16/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OWFIX (OLD WESTBURY FIXED INCOME FUND OLD WESTBURY FIXED INCOME FUND) |
-4.34%
Oct 2020 – Oct 2023 |
-0.55%
Jul 2020 – Jul 2025 |
0.21%
Oct 2012 – Oct 2022 |
1.37%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OWFIX (OLD WESTBURY FIXED INCOME FUND OLD WESTBURY FIXED INCOME FUND) |
8.42%
Jun 2007 – Jun 2010 |
6.65%
Oct 2005 – Oct 2010 |
4.21%
Nov 1999 – Nov 2009 |
3.71%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison Chart